Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1151 | $201,466 | 4,422 | 0.00 | 4,422 | +Inf | 06-30-2023 | |
USCA RIA LLC | COM | 1152 | $355,000 | 4,405 | 0.02 | 0.02 | 2 | 0.05 | 06-30-2021 |
CSU PRODUCER RESOURCES INC | COMMON | 1153 | $170,104 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL ADVISORS NETWORK INC | COM | 1154 | $224,217 | 4,399 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2022 |